WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
$20
per month
Zoho Cliq
Score8.9 out of 10
N/A
Zoho Chat is a live chat tool, from Zoho Corporation.
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is very well suited as a messaging tool, where one needs to communicate quickly to a colleague the status of a particular task or an update to the work. This is especially useful for field work where the field team can report the work done and any additional resources required. We have faced issues when virtual meetings are held for a team of 10+ members with a lot of drop-offs and poor quality of reception (audio & video). While some may be attributed to poor internet connection, we do not face the same issue when using Zoom meetings. This area requires strengthening.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
No search function to find a specific job, you have to scroll through all jobs allocated to you.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Initial set up can be a little daunting if you aren't a tech-savvy person. For large organizations, this might not matter since you would have a dedicated IT team that will handle it (as we did) but if you are a small business owner looking to set this up yourself, I imagine it would take some trial and error to get working.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Zoho Cliq has become an integral part of our daily business. Every single member of our team who has a job involving a computer has an active Zoho Cliq license and uses the tool continuously throughout the day. It cuts down on meetings and allows the team to feel very connected to one-another even though we are distributed geographically.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Easy to use Larger File sharing like videos, audios, even zip files Make internal group calls Multiple channel creation sharing development scripts is also easy
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's available 24X7. We have never faced any serious issues with the connectivity. Whenever we faced issues, it has been traced to a browser issue or Windows app issue or a mobile issue.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Excellent support. Online training and supporting videos, and resources are more than sufficient to get started. Moreover, their support channel, especially the chat window, is very helpful and provides an instant solution to all our queries. For any complicated issue, they always get back by email with the solution and on occasions even call back.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Implementation is very simple and easy. Create a Zoho account (free or paid), send/ receive an invite, log in, verify your credentials and get started. Admin would have created the channels for you, and you start contributing. The entire process is smooth, and you can get started within minutes. The Admin has to work at the backend, initially, and decide on the permissions for the individual and the team and set up permissions for access to other applications too. This needs to be planned out, tested and implemented.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Functionality wise Zoho Chat fairs pretty well against the other options. I still use all the other options as I need to be flexible in how I communicate with clients. It is the integration into the ZohoCRM & Cliq that puts Zoho Chat above the others and is why I try to encourage clients to move across to the app
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The system works perfectly well. At times, we have faced issues with the desktop application - it doesn't start, or takes time to start, or even logs off on its own. However, the browser as well as the mobile application work perfectly well, and we have never faced issues with them
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
our business save time and improve communication. We noticed a 20% faster response time to customer issues because team members can communicate instantly.
reduced our internal email clutter, saving about 10 hours a week for staff who used to spend time sorting through emails.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
